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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-10 |
Branch Locations
1009 North Demaree Street, Visalia, CA 93291 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Idoxworks Inc | Redondo Beach | CA | 06/2016 | 04/2017 |
| Stifel Nicolaus & Co | Visalia | CA | 05/2017 | 01/2022 |
| Raymond James & Associates, Inc. | Visalia | CA | 01/2022 | Present |
(1)Name of Business: Address: 811 N B St, Exeter, CA, 93221, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of 811 N B St along with my wife. We are renting the property for the upcoming year. Eventually we want to sell the property but with rates being high we have decided to rent for now.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-20 |
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